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20130121
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Search Results 0 to 11 of about 12 (some duplicates have been removed)
and you had a government that was paralyzed. is it possible that just now the rebuild is beginning from fukushima? >> well, the initial rebuild from fukushima was temporary housing, modular, very little wood frame housing. but the immediate need was for emergency shelter. and the problem with the tsunami was that it hit some rural areas. they had major infrastructure to rebuild. some of those places they probably won't be able to rebuild. but we are starting to see some resurgence in japan. you know, our exports are up not just because of the impact of the earthquake and tsunami but we're starting to see some government stimulus in japan now in order to help pull them out of a recession, and then there's also a new tax change that's being put in place in roughly 2014. so there's some additional spending taking place there. but i think that the rebuilding that's taking place today as you comment is very different from what took place after the kobe earthquake. >> i've got to tell you, dan, this is the best i've seen your company. you've got the real estate trust structure. thank you so m
government shutdown. throwing a huge turn in china that converts believers every day along with stabilization of europe and multinational companies have at last powered higher. all that good news in the jobs it creates are causing a radical revision in what we're willing to pay for future earnings. that's right, the price to earnings multiple, the ratio of how much we'll pay for the profits companies are going to have down the road is headed north and therefore so are the stock prices. we're willing to pay up because of the prospect that things are, indeed better. let me show you what i mean. let's take the transports. they've been scorching, scorching despite the index being home, beating down trucking companies, worldwide freight plays, and the railroads -- which were just annihilated by an historic decline in the most important cargo, coal. what's happening now if the economy's getting better for the airlines? the seats are being filled, raising prices. for trucks, there's more commerce domestically, more to ship. the stabilization in europe and the nation is gigantic, every bit as importa
they are getting these contracts not just government entities and they have streamlined their acts. is it a good-bye? >> it is an exceptional buy. we featured this stock in 2009. november of 2009. i think this stock has many, many, many points that it could run. i would like to see the company take action and break itself up. i think you have a winner rick. i would own harris. >> dana in california, dana. >> i was hoping to revisit an old friend that you mentioned when obama was visit elected avar. it is find of traded in a range between 25 and 35. it goes down and back up again. >> yes, and what is interesting it, it has had a spotty earnings record. it has had that up and down pattern. i liked the company but i did not help people by recommending it. down here, i don't know. you would have to have conviction that the earnings can be very good. i expect 2013 to be full of m and a action. that is something that the defense sector could be concentrating on. without a pea ovtakeover, the ss very, very cheap. >>> it is time for the lightening round. i want to start with eric. >> rh, what do you thi
it's wanted. you've got to get approvals from various state governments, sometimes even the state department as we've seen with the endlessly delayed and controversial keystone pipeline. but the tracks already there, if you want to ship more of the stuff, add more cars, perversely, there's much more chance of an oil spill of a derailed train than a pipeline. it doesn't matter because it seems the pipelines are the bane of the president's existence. it's the best method for transporting the crude to market. these days, there are whole trains made up entirely of tank cars and they can be a mile long. think of these rail cars as another way to play the north american energy renaissance, one of my top ten themes for 2013. on tuesday morning, kansas city southern -- okay, that was last quarter. i know, off a very small base. and they said that twice off a small base. it is worth noting. they're doing a lot of frac too. mostly due to the increase in crude oil traffic coming from the bakken and canadian oil fields. last week when we heard from general electric, they told us the locomotiv
Search Results 0 to 11 of about 12 (some duplicates have been removed)

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